Which New Zealand managed funds hold GE Vernova?

21 New Zealand managed funds hold GE Vernova as a direct holding, across 8 fund managers. Weights range from 0.030% to 4.71% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding GE Vernova indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in GE Vernova?

Kernel S&P Global Clean Energy Fund has the largest direct holding at 4.71% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold GE Vernova?

21 funds hold GE Vernova directly, across 8 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold GE Vernova indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Kernel S&P Global Clean Energy Fund	Kernel	4.71%
Generate Focused Growth Managed Fund	GGenerate	1.22%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.420%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.420%
Simplicity Hedged Global Share Fund	Simplicity	0.380%
Simplicity Unhedged Global Share Fund	Simplicity	0.380%
Pie Global Growth Fund 2	Pie Funds	0.340%
Clarity Global Shares Fund	Clarity	0.310%
Simplicity High Growth Investment Fund	Simplicity	0.270%
SBS Wealth World Equity Portfolio	SBS Wealth	0.230%
Simplicity Growth Investment Fund	Simplicity	0.220%
Simplicity Balanced Investment Fund	Simplicity	0.160%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.140%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.140%
Booster Shielded Growth Fund	Booster	0.120%
SBS Wealth Balanced Strategy	SBS Wealth	0.100%
Harbour Balanced Growth Fund	Harbour	0.070%
Simplicity Conservative Investment Fund	Simplicity	0.050%
Kernel High Growth Fund	Kernel	0.050%
SBS Wealth Conservative Strategy	SBS Wealth	0.050%
Kernel Balanced Fund	Kernel	0.030%

Funds holding GE Vernova usually also hold

Companies that appear alongside GE Vernova in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as GE Vernova — shown so you can check the grouping rather than take it on trust.

GE VERNOVA INC
GE Vernova
GE Vernova Inc

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